Excel Form & Summary Setup
Budget: ₹600 – ₹1,500 INR
I have an existing data idea, but I need you to turn it into a clean-looking Excel workbook that keeps entry simple and produces the insights I actually use.
First, create a dedicated Data Entry area that works through a form-based input method. A simple VBA userform, Power Query interface, or worksheet-embedded form is fine—as long as I can press a button, type values, and know they land in the correct table without disturbing formulas or formatting.
Next, build two summary views from the collected records:
• Yearly comparisons that stack each year’s key figures side-by-side for quick trend checks.
• Category breakdowns so I can drill into performance by type, with clear subtotals and, ideally, an easy-to-read chart.
Keep formulas transparent, avoid hard-coding dates or ranges, and label everything clearly. When you hand it over I’d like a short note or screencast showing where to click to enter data and where to see the results.
First, create a dedicated Data Entry area that works through a form-based input method. A simple VBA userform, Power Query interface, or worksheet-embedded form is fine—as long as I can press a button, type values, and know they land in the correct table without disturbing formulas or formatting.
Next, build two summary views from the collected records:
• Yearly comparisons that stack each year’s key figures side-by-side for quick trend checks.
• Category breakdowns so I can drill into performance by type, with clear subtotals and, ideally, an easy-to-read chart.
Keep formulas transparent, avoid hard-coding dates or ranges, and label everything clearly. When you hand it over I’d like a short note or screencast showing where to click to enter data and where to see the results.